This section describes ways to customize the Microsoft CRM 3.0 application and
the Microsoft CRM 3.0 client for Microsoft Office Outlook.
Article "Entity Customization: Forms and Views ," explains how
to perform basic form customizations on each entity. You can easily add fields,
tabs, and sections to a form by using the Web-based administration tool,
without having to do any programming. However, if you want to set up more
complex form customizations than the Web-based administration tool allows,
Microsoft Dynamics CRM 3.0 offers a rich, client-side programming model.
In the context of Web-based applications, client-side
refers to code that executes on the user's Web browser. For Microsoft CRM
specifically, the client-side customizations take place primarily on an
entity's form. Microsoft CRM includes a software development kit (SDK) that
explains the supported methods you can use to create custom client-side scripts
that tap into form and field events, such as onLoad,
onSave, and onChange. This chapter examines
these advanced form programming techniques. We will also review the use of
IFrames within the Microsoft CRM forms and the ISV.Config file and how you can
use these two features to extend the Microsoft CRM interface with your own
custom Web pages. In addition, we'll supply numerous examples on how you might
implement some customizations that these powerful client-side customizations
Because of the nature of the client-side programming model, this
chapter contains a significant amount of dynamic HTML (DHTML) and scripting
code. However, even if you're not an expert with these technologies, hopefully
this chapter will help you understand the types of client-side customizations
possible within Microsoft CRM.
Following Articles discuss the methods and options available
to a script developer attempting to enhance and extend the application forms.
In addition to the new events available in Microsoft CRM 3.0, the addition of
the IFrame element further enhances the ability to add custom functionality
without requiring the user to leave the form. Hopefully you have seen that, by
using scripts and the new touch points opened by Microsoft CRM, you can easily
create user-friendly and complex application integration.
- Microsoft CRM 3.0: Client-Side SDK Overview
- Microsoft CRM 3.0: IFrames and Scripting
- Microsoft CRM 3.0: ISV.config
- Microsoft CRM 3.0: Client-Side Scripting Tips
- Microsoft CRM 3.0: Client-Side Code Examples